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iShares Core S&P Small-Cap ETF

2,709 hedge funds and large institutions have $65.4B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,055 increasing their positions, 1,023 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

4% more capital invested

Capital invested by funds: $62.8B → $65.4B (+$2.66B)

3% more repeat investments, than reductions

Existing positions increased: 1,055 | Existing positions reduced: 1,023

0.75% more ownership

Funds ownership: 73.16%73.91% (+0.75%)

Holders
2,709
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
311
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
2551
Measured Wealth Private Client Group
New Hampshire
$71.3K
TWM
2552
Tripletail Wealth Management
Florida
$71.3K
CIA
2553
Cape Investment Advisory
Georgia
$69.8K
BMC
2554
Bear Mountain Capital
Washington
$68.8K
PSFG
2555
Park Square Financial Group
Georgia
$67.2K
NFSG
2556
Newbridge Financial Services Group
Florida
$66K
NL
2557
NorthAvenue LLC
Ohio
$65.5K
FIM
2558
FWL Investment Management
Texas
$64.4K
DCM
2559
Davis Capital Management
Florida
$62.3K
RP
2560
Rice Partnership
Hawaii
$62.3K
MS
2561
Monetary Solutions
Ohio
$61.8K
MSWA
2562
Marshall & Sterling Wealth Advisors
New York
$61.8K
FC
2563
Fairscale Capital
New Hampshire
$61.2K
QA
2564
Quattro Advisors
Pennsylvania
$60.5K
MAS
2565
MPWM Advisory Solutions
Georgia
$60.2K
LAS
2566
Lloyd Advisory Services
Georgia
$60.1K
WAS
2567
Winch Advisory Services
Wisconsin
$59.7K
CICI
2568
Capital Investment Counsel Inc
North Carolina
$59.6K
HBW
2569
Hazlett, Burt & Watson
West Virginia
$58K
TCM
2570
Triumph Capital Management
Colorado
$57.9K
AWM
2571
Activest Wealth Management
Florida
$57.4K
NSG
2572
Nalls Sherbakoff Group
Tennessee
$57.1K
VWA
2573
VSM Wealth Advisory
Maryland
$57K
HPIA
2574
Hamilton Point Investment Advisors
North Carolina
$56.1K
APW
2575
Acima Private Wealth
Virginia
$55.9K